The Russell 2000 has now soared 16% year to date, nearly twice the Nasdaq Composite's 8.5% move.
If you look at the economy as between service and tech you find the old-guard being overrun.
Bond markets are pricing in medium-term economic growth amid monetary and fiscal conditions that they believe to be conducive to igniting inflation.
This employment report wasn't great, but it wasn't all bad either.
There is a point where if longer-dated yields move high enough, defensive-minded investors will be drawn from equities to debt securities.
Powell was asked a number of questions about asset bubbles and financial stability risks during his press conference.
It's exactly a year since the virus first locked down Hong Kong. What have we learnt since then?
It's time to start a new trading year.
Why is Powell talking such a big game but doing so little?
Plus, stay nimble as the road just ahead could become a bit more treacherous than many may think.